Cacheflow Reviews & Product Details

Cacheflow has helped us simplify our processes and created a centralised source of truth for our subscriptions. Previously, we had to rely on multiple systems and manual data checks, which took a lot of time and effort from our teams. Now, we have one location that we use daily across the business.

Our proposals were too complicated and overwhelming. Moving to Cacheflow has given us a clear and easy-to-understand order form for our customers and us. Integrating into Hubspot and Docusign means we have the right data where we need it.

The cache flow team has been so supportive and takes your feedback seriously. During our implementation, they were always on hand to help ensure we got the most out of the platform. Review collected by and hosted on G2.com.

Some functionality is in its infancy. It works, but it could be more customisable to our needs. For example, some of the terminology on the order forms is US-focused, and it can't be changed.

However, we have compromised here as the pros outweigh the limitations, and we constantly see Cacheflow enhance functionality. Review collected by and hosted on G2.com.

As a SAAS Account Executive, I absolutely love cacheflow, it only takes a matter of seconds to create a standard agreement, and maybe 2-3 minutes for a more complex agreement, I.E scheduling expansion, customizing discounts per month, etc.

Secondly, the integration with Salesforce eliminates all the time-wasting of manually filling out closing notes / fields.

It's easily saved myself 40 hours over the past year as before we used just docusign, which made selling complex expansion deals a real headache. Review collected by and hosted on G2.com.

There's nothing I do not like about the platform. It's very simply for new customers to fill out and complete. Review collected by and hosted on G2.com.

I love having a monthly, quarterly and annual subscription option for our prospects. We also love the integration with Docusign to quickly sign the configurable proposal. It helps us close deals with low friction and honestly the proposal just looks beautiful.

It's super easy to use and the implementation easy and same day. We use cacheflow daily.

We have a external Slack channel with their customer support team so it's really easy to get in contact with them. Review collected by and hosted on G2.com.

I don't like having to delete a proposal and make it again for simple things after the proposal is signed, like changing a payment method from credit card to direct debit. Review collected by and hosted on G2.com.

Super fast to build our library of products and services

The CF team was easy to work, they really care about our journey with their product.

The CEO jumped onto a call and gave us her vision of the product.

Very well ran organization, solid product.

Easy to integrate to QBO, Slack and other 3rd partners

Fast implementation and response times

We got a fair price for the services offered.

We use this product all day every day to track our quotes and payments Review collected by and hosted on G2.com.

We have enjoyed the growth of the product and the team. Nothing to dislike. Review collected by and hosted on G2.com.

Cacheflow is an easy-to-use proposal software that has enabled our sales team to create their own proposals, cutting out manual processes. The platform syncs well with Salesforce and still allows us to do reporting from Salesforce (one of our requirements). Implementation was easy and the team was very hands-on. In addition, the customer success team is extremely responsive whenever they are tapped for help. Review collected by and hosted on G2.com.

Overall, Cacheflow is a great tool. The only problems we've had have been limited functionality regarding having a specific end date vs. a start date and contract length. Although, the team has fixed this and will be releasing a new version of Cacheflow to support this and other features that will make it even more useful to our sales team. Review collected by and hosted on G2.com.

I've used Cacheflow for almost two years, and it's made managing contracts much easier. It's user-friendly and helps me stay organized. The search feature is handy, and customer support is always helpful. I definitely recommend it. Review collected by and hosted on G2.com.

No complaints or drawbacks as such. The product has been great till now. Review collected by and hosted on G2.com.

Cacheflow has greatly helped us streamline the process of creating proposals and managing billing for our customers. Its seamless integration with Hubspot and other tools helps us effectively manage our data. Getting started with it is super easy, and it saves a lot of time for our sales team. Their customer support is also top-notch. We use it daily at our organization, and it was very easy to implement. Review collected by and hosted on G2.com.

I am impressed by Cacheflow's capabilities overall. However, I would like to see their product roadmap and more flexibility in changing contracting terms, as well as integrations with tools such as Slack. Additionally, improving the speed and reliability of their platform is important to me. Review collected by and hosted on G2.com.

Cacheflow is a good tool for sales folks to create quotes, share with prospects and get e-signatures. Integrates with CRM like Hubspot for make it easy to prepare quotes directly from CRM. Multiple template options. Review collected by and hosted on G2.com.

Handling multi currency, multi year proposal can be better. Need more reports and dashboards for visibility. UI can be made more stable Review collected by and hosted on G2.com.

The product is fantastic and so easy to setup and implement. This has allowed us to create a CPQ style proposal and easily share with our customers. The ability to manage subscriptions has been a game changer. Review collected by and hosted on G2.com.

At first, the software was slightly limited and missed a few fry functions. After working with the CF team, they were able to help us implement essentially everything we needed. Review collected by and hosted on G2.com.

Simplifies and automates the process of managing invoices and payments. It offers basic features for creating and sending invoices to clients, tracking payments, and managing billing cycles. Review collected by and hosted on G2.com.

it does not have the ability to have multiple entities for one customer under one contract. Review collected by and hosted on G2.com.